Active Insights

QV Investors Inc. portfolio manager Joe Jugovic and iA Investment Management Inc. portfolio manager Sébastien Mc Mahon offer their insights on recent volatility in the commodity and equity markets.

Portfolio manager Sébastien Mc Mahon discusses his macro and market outlook for the new year and explains the implications for asset allocation.

It was a great year for the markets, but as we approach 2022, uncertainties around inflation, central bank policy, supply chains and the impact of new variants of COVID-19 present investors with a complex and unfamiliar path ahead. Read our 2022 Market Outlook for perspective and insight on the year ahead from our portfolio managers and sub-advisors.

The replay of our November 25 due diligence event with iA Investment Management is now available. The CE-eligible event covered a wide range of top-of-mind subjects, including the macro outlook and the investment landscape across equities and fixed income. A detailed, investor-friendly summary of each session is also available:

• iAIM: An Institutional Experience for the Canadian Retail Client
• Asset Allocation for a Complex Macro Landscape
• Uncovering Alpha Opportunities in the Equity Markets
• Managing Risk & Adding Value with Fixed Income

Portfolio manager Tej Rai discusses his macro and market outlook, portfolio positioning, and iA Investment Management’s new quant-driven asset allocation capabilities.

CE credit approval pending.

Portfolio manager Donny Moss provides an update on his funds and explains why high-quality dividend stocks are poised to outperform.

CE credit approval pending.

Learn where our active portfolio managers are seeing opportunity and risk as we continue on the path towards a post-pandemic world.

In this pre-recorded webcast, portfolio managers Marc Gagnon and Jean-Pierre Chevalier discuss recent enhancements to the fund’s U.S. equity sleeve and provide an update on their market outlook.